Comparable stake leader
PLATINUM EQUITY, LLC
SEC ownership of Custom Truck One Source, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001709682.
Disclosed value leader
Platinum Equity Advisors, LLC/DE
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- CTOS on NYSE
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
PLATINUM EQUITY, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
PLATINUM EQUITY, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001709682
- Issuer location
- Kansas City, MO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Custom Truck One Source, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
PLATINUM EQUITY, LLC
Disclosed value leader
Platinum Equity Advisors,...
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G
3/4/5
13F
Lead comparable stake: 70%
13D/G row: PLATINUM EQUITY, LLC
Showing 1-8 of 50 holder rows.
Quick read
PLATINUM EQUITY, LLC leads the comparable SEC ownership view at 70%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens PLATINUM EQUITY, LLC's linked filing trail.
Comparable ownership
Top 5
PLATINUM EQUITY, LLC
70%
Platinum Equity Advisors, LLC/DE
70%
Canvas Wealth Advisors, LLC
3.1%
MIRAE ASSET GLOBAL ETFS HOLDINGS ...
2.5%
DIMENSIONAL FUND ADVISORS LP
2.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PLATINUM EQUITY, LLC |
13D/G
3/4/5
Platinum Equity Capital Partners V, L.P. · 10%+ Owner
|
70%
|
$663,025,576
156,743,635 shares
|
$0 | 30 Jan 2025 |
| Platinum Equity Advisors, LLC/DE |
13F
Company
|
70%
|
$1,029,805,682
156,743,635 shares
|
— | 31 Mar 2026 |
| Canvas Wealth Advisors, LLC |
13F
Company
|
3.1%
|
$46,118,286
7,019,526 shares
|
— | 31 Mar 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
Company
|
2.5%
|
$37,282,158
5,674,918 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
2.5%
|
$36,805,568
5,602,838 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
1.9%
|
$27,942,027
4,252,972 shares
|
— | 31 Mar 2026 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
1.7%
|
$25,911,561
3,914,133 shares
|
— | 31 Mar 2026 |
| Alyeska Investment Group, L.P. |
13F
Company
|
1.3%
|
$18,565,637
2,825,820 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 12 Jul 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 24 reporting-owner rows connected to Custom Truck One Source, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
24
Largest Forms 3/4/5 holder
PE One Source Holdings, LLC
Net 12M change
$0
Latest report
01 Apr 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| PE One Source Holdings, LLC | 10%+ Owner | $626,974,540 | Filing P/S | 30 Jan 2025 | ||
| PLATINUM EQUITY, LLC | 10%+ Owner | $626,974,540 | Filing P/S | 30 Jan 2025 | ||
| ECP Cardinal Holdings, LP | Director, 10%+ Owner | $159,813,360 | Mixed | 20 Dec 2021 | ||
| ECP ControlCo, LLC | 10%+ Owner | $80,095,597 | Mixed | 05 Sep 2024 | ||
| NESCO Holdings, LP | 10%+ Owner | $79,976,286 | Filing P/S | 05 Sep 2024 | ||
| Mark D. Ein | Director | $29,864,621 | Mixed | 31 Mar 2026 | ||
| Fredrick M. Ross Jr. | Director | $15,957,179 | Mixed | 01 Apr 2026 | ||
| Ryan McMonagle | Chief Executive Officer, Director | $5,239,866 | Mixed | 01 Apr 2026 | ||
| Joe P. Ross | President - Sales | $4,558,807 | Mixed | 01 Apr 2026 | ||
| Marshall A. Heinberg | Director | $3,406,502 | Mixed | 31 Mar 2026 | ||
| Thomas R. Rich | President - Rentals | $2,852,079 | Mixed | 01 Apr 2026 | ||
| Christopher J. Eperjesy | Chief Financial Officer | $2,013,413 | Mixed | 01 Apr 2026 | ||
| Brad Meader | Chief Financial Officer | $1,160,826 | Mixed | 01 Apr 2022 | ||
| Adam G. Haubenreich | VP and General Counsel | $1,076,840 | Mixed | 01 Apr 2023 | ||
| Georgia R. Nelson | Director | $990,885 | Mixed | 31 Mar 2026 | ||
| Bader Paul T. | Director | $921,765 | Mixed | 31 Mar 2026 | ||
| James Carlsen | Cio | $800,481 | Mixed | 01 Apr 2024 | ||
| Mary M. Jackson | Director | $699,251 | Mixed | 31 Mar 2026 | ||
| Paul M. Jolas | EVP, General Counsel & Sec. | $669,981 | Mixed | 01 Apr 2026 | ||
| Raymond Todd Barrett | Chief Accounting Officer | $314,425 | Mixed | 28 Apr 2025 |
Recent insider transactions for Custom Truck One Source, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Ryan McMonagle | CTOS | Common Stock | Tax liability | -7.31% | -54,906 | 695,984 | 01 Apr 2026 | Direct | ||
| Ryan McMonagle | CTOS | Common Stock | Options Exercise | 19.4% | 121,875 | 750,890 | 01 Apr 2026 | Direct | ||
| Ryan McMonagle | CTOS | Restricted Stock Unit | Award | 175,000 | 175,000 | 01 Apr 2026 | Direct | |||
| Ryan McMonagle | CTOS | Restricted Stock Unit | Options Exercise | -60% | -121,875 | 81,250 | 01 Apr 2026 | Direct | ||
| Christopher J. Eperjesy | CTOS | Common Stock | Tax liability | -12.5% | -40,547 | 283,926 | 01 Apr 2026 | Direct | ||
| Christopher J. Eperjesy | CTOS | Common Stock | Options Exercise | 38.4% | 90,000 | 324,473 | 01 Apr 2026 | Direct | ||
| Christopher J. Eperjesy | CTOS | Restricted Stock Unit | Award | 95,000 | 95,000 | 01 Apr 2026 | Direct | |||
| Christopher J. Eperjesy | CTOS | Restricted Stock Unit | Options Exercise | -100% | -90,000 | 0 | 01 Apr 2026 | Direct | ||
| Paul M. Jolas | CTOS | Common Stock | Tax liability | -19.7% | -19,923 | 81,160 | 01 Apr 2026 | Direct | ||
| Paul M. Jolas | CTOS | Common Stock | Options Exercise | 100.3% | 50,625 | 101,083 | 01 Apr 2026 | Direct | ||
| Paul M. Jolas | CTOS | Restricted Stock Unit | Award | 72,500 | 72,500 | 01 Apr 2026 | Direct | |||
| Paul M. Jolas | CTOS | Restricted Stock Unit | Options Exercise | -75% | -50,625 | 16,875 | 01 Apr 2026 | Direct | ||
| Thomas R. Rich | CTOS | Common Stock | Tax liability | -5.84% | -22,538 | 363,635 | 01 Apr 2026 | Direct | ||
| Thomas R. Rich | CTOS | Common Stock | Options Exercise | 24.1% | 75,000 | 386,173 | 01 Apr 2026 | Direct | ||
| Thomas R. Rich | CTOS | Restricted Stock Unit | Award | 100,000 | 100,000 | 01 Apr 2026 | Direct | |||
| Thomas R. Rich | CTOS | Restricted Stock Unit | Options Exercise | -60% | -75,000 | 50,000 | 01 Apr 2026 | Direct | ||
| Fredrick M. Ross Jr. | CTOS | Common Stock | Tax liability | -6.8% | -39,441 | 540,188 | 01 Apr 2026 | Direct | ||
| Fredrick M. Ross Jr. | CTOS | Common Stock | Options Exercise | 29.3% | 131,250 | 579,629 | 01 Apr 2026 | Direct | ||
| Fredrick M. Ross Jr. | CTOS | Restricted Stock Unit | Award | 175,000 | 175,000 | 01 Apr 2026 | Direct | |||
| Fredrick M. Ross Jr. | CTOS | Restricted Stock Unit | Options Exercise | -60% | -131,250 | 87,500 | 01 Apr 2026 | Direct | ||
| Joe P. Ross | CTOS | Common Stock | Tax liability | -8.22% | -33,788 | 377,493 | 01 Apr 2026 | Direct | ||
| Joe P. Ross | CTOS | Common Stock | Options Exercise | 22.3% | 75,000 | 411,281 | 01 Apr 2026 | Direct | ||
| Joe P. Ross | CTOS | Restricted Stock Unit | Award | 100,000 | 100,000 | 01 Apr 2026 | Direct | |||
| Joe P. Ross | CTOS | Restricted Stock Unit | Options Exercise | -60% | -75,000 | 50,000 | 01 Apr 2026 | Direct | ||
| Paul Bader | CTOS | Restricted Stock Unit | Award | 19,225 | 19,225 | 01 Apr 2026 | Direct | |||
| Georgia R. Nelson | CTOS | Restricted Stock Unit | Award | 19,225 | 19,225 | 01 Apr 2026 | Direct | |||
| Marshall S. Heinberg | CTOS | Restricted Stock Unit | Award | 34,605 | 34,605 | 01 Apr 2026 | Direct | |||
| Mary M. Jackson | CTOS | Restricted Stock Unit | Award | 19,225 | 19,225 | 01 Apr 2026 | Direct | |||
| Mark Ein | CTOS | Restricted Stock Unit | Award | 19,225 | 19,225 | 01 Apr 2026 | Direct | |||
| Paul Bader | CTOS | Common Stock | Options Exercise | 28.6% | 26,859 | 120,663 | 31 Mar 2026 | Direct | ||
| Paul Bader | CTOS | Restricted Stock Unit | Options Exercise | -100% | -26,859 | 0 | 31 Mar 2026 | Direct | ||
| Georgia R. Nelson | CTOS | Common Stock | Options Exercise | 25.4% | 26,859 | 132,663 | 31 Mar 2026 | Direct | ||
| Georgia R. Nelson | CTOS | Restricted Stock Unit | Options Exercise | -100% | -26,859 | 0 | 31 Mar 2026 | Direct | ||
| Marshall S. Heinberg | CTOS | Common Stock | Options Exercise | 13.7% | 48,346 | 400,548 | 31 Mar 2026 | Direct | ||
| Marshall S. Heinberg | CTOS | Restricted Stock Unit | Options Exercise | -100% | -48,346 | 0 | 31 Mar 2026 | Direct | ||
| Mary M. Jackson | CTOS | Common Stock | Options Exercise | 48.7% | 26,859 | 82,032 | 31 Mar 2026 | Direct | ||
| Mary M. Jackson | CTOS | Restricted Stock Unit | Options Exercise | -100% | -26,859 | 0 | 31 Mar 2026 | Direct | ||
| Mark Ein | CTOS | Common Stock | Options Exercise | 0.52% | 26,859 | 5,166,178 | 31 Mar 2026 | Direct | ||
| Mark Ein | CTOS | Restricted Stock Unit | Options Exercise | -100% | -26,859 | 0 | 31 Mar 2026 | Direct | ||
| Christopher J. Eperjesy | CTOS | Common Stock | Award | 13.5% | 27,895 | 234,473 | 23 Feb 2026 | Direct | ||
| Thomas R. Rich | CTOS | Common Stock | Award | 8.66% | 24,796 | 311,173 | 23 Feb 2026 | Direct | ||
| Joe P. Ross | CTOS | Common Stock | Award | 7.96% | 24,796 | 336,281 | 23 Feb 2026 | Direct | ||
| Fredrick M. Ross Jr. | CTOS | Common Stock | Award | 10.7% | 43,392 | 448,379 | 23 Feb 2026 | Direct | ||
| Ryan McMonagle | CTOS | Common Stock | Award | 6.84% | 40,292 | 629,015 | 23 Feb 2026 | Direct | ||
| Paul M. Jolas | CTOS | Common Stock | Award | 49.6% | 16,739 | 50,458 | 23 Feb 2026 | Direct | ||
| Mark Ein | CTOS | Common Stock | Other | -100% | -3,670,279 | 0 | 17 Oct 2025 | By Capitol Acquisition Management IV, LLC |
* marks a reported price that did not pass the local price check.